Together, we achieved incredible things. Thank you for being part of the #OldMutualWealthDC journey and proving that we truly go #FurtherTogether. To everyone who trained, raced, and supported us along the way - thank you for your unwavering commitment. This victory belongs to all of us.
Old Mutual Wealth
Financial Services
Professional advice can help you stay focused on what really matters.
About us
Old Mutual Wealth is a wealth management business that is built around you. We partner with individuals, families, trusts and corporates and our investment approach is based on a holistic view of your wealth. Our wealth management and investment solutions offer bespoke integrated wealth management solutions shifting the focus from only the assets you hold with us to a complete picture that considers your wealth today, and your ambitions for tomorrow. Whether your goal is to grow your wealth, generate income or preserve and pass on capital, we’re here to partner with you on this journey. Together with your financial planner we: • Co-create a financial plan that is meaningful to you considering all facets of your life. • Select the best investments based on extensive research and collective insights from our industry-leading analysts. • Design an appropriate asset allocation and diversification plan in line with your investment strategy. • Actively manage your investments to take advantage of the best opportunities both locally and globally. • Ensure that fiduciary structures are integrated into your consolidated action plan. We believe that a partnership philosophy is central to delivering on your wealth management needs and are committed to building a long-term relationship with you based on trust and integrity.
- Website
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https://www.oldmutual.co.za/wealth
External link for Old Mutual Wealth
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Type
- Public Company
Employees at Old Mutual Wealth
Updates
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Get ready to race! 🚴♂️ The #OldMutualWealthDC is almost here. We can't wait to see you at the starting line. Let's make this a weekend to remember! #FurtherTogether
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Old Mutual Multi-Managers is pleased to present our latest Responsible Investing report. The ESG landscape has become more complex than ever, and this report details how we and the underlying fund managers in our solutions are grappling with these issues. The report includes updated transformation statistics for the underlying fund managers and discusses how we deepen our impact through alternative investments. It also includes articles on how water is becoming the next frontier in environmental sustainability and the unique challenges in responsible investing within fixed income. Read more: https://lnkd.in/dDGAr7vZ #OldMutualWealth #responsibleinvesting #integratedwealthplanning #wealthmanagement #financialplanning
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THE TRUMP QUESTIONS Now that the dust has settled somewhat following the US election, we can ask more clear-eyed questions about what lies ahead. Read more: https://lnkd.in/d44xrRFi #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning
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The Race Dashboard is Back! 🖥️ Get ready to dive into your team's race analytics. Post-race, team captains will receive a link to access: 📊 Team Race Dashboard 📸 Team Photostage Image When performance meets presentation. #FurtherTogether #OldMutualWealthDC #Strava
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Research shows that the average adult makes 33 000 to 35 000 decisions every day. These may include light decisions like what to have for breakfast, what to wear to work, and where to park or harder ones like how to tackle an assignment, which neighbourhood to buy property in and where to invest your money. Read more: https://lnkd.in/d2KG6bBG #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning
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We are excited to share that Roland Gräbe, CFA, Chief Investment Officer at Old Mutual Multi-Managers, has been featured in the 2024 Citywire South Africa Star Selector report! This prestigious report showcases insights from leading fund selectors, and Roland’s insights on investment strategies, asset classes, and expectations for 2025 are now available for you to read. We are incredibly proud of Roland’s contribution and the recognition of his leadership in the industry. Read more: https://lnkd.in/dKp46qJY #OldMutualWealth #multimanagers #wealthmanagement #financialplanning
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With every pedal stroke, we forge a stronger bond. Together, we push our limits and celebrate our victories. With the right partners, we go #FurtherTogether. Join us on 23 November for the #OldMutualWealthDC and experience the power of riding together.
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ENDURING QUALITY: THE YARDSTICK WE USE TO MEASURE In today's complex global investment landscape, a clear and consistent investment philosophy is crucial to build a well-constructed portfolio. At Private Clients by Old Mutual Wealth, the yardstick we use to measure all companies we invest in is whether they have enduring quality characteristics. Read more about how we identify high-quality companies: https://lnkd.in/dJtew_zv #oldmutualwealth #privateclient #curatedwealth #beyondwealth #PrivateClientsbyOldMutualWealth
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And the winner is... Kgotso Bapela! Congratulations to our third #OldMutualWealthDC Strava Challenge champion! Thank you to everyone who joined the 2024 Preparation Series. Hope you are ready for the main event next week! 🚴♂️ #FurtherTogether #Strava
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